Carson Wealth (CWM LLC)’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALTL Stock Details ALTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.6K	Hold	400	–	–	﹤0.01%	4493
2025 Q4	$17K	Hold	400	–	–	﹤0.01%	4249
2025 Q3	$17K	Hold	400	–	–	﹤0.01%	4202
2025 Q2	$15K	Hold	400	–	–	﹤0.01%	4065
2025 Q1	$14K	Hold	400	–	–	﹤0.01%	3900
2024 Q4	$15K	Hold	400	–	–	﹤0.01%	3615
2024 Q3	$15K	Hold	400	–	–	﹤0.01%	3531
2024 Q2	$14K	Hold	400	–	–	﹤0.01%	3324
2024 Q1	$14K	Sell	400 -2,260	-85%	-$76.7K	﹤0.01%	3119
2023 Q4	$89K	Sell	2,660 -950	-26%	-$31.3K	﹤0.01%	1827
2023 Q3	$124K	Hold	3,610	–	–	﹤0.01%	1517
2023 Q2	$136K	Hold	3,610	–	–	﹤0.01%	1410
2023 Q1	$137K	Hold	3,610	–	–	﹤0.01%	1348
2022 Q4	$146K	Hold	3,610	–	–	﹤0.01%	1216
2022 Q3	$129K	Sell	3,610 -2,599	-42%	-$107K	﹤0.01%	1228
2022 Q2	$254K	Sell	6,209 -4,049	-39%	-$173K	﹤0.01%	945
2022 Q1	$460K	Sell	10,258 -5,005	-33%	-$221K	﹤0.01%	757
2021 Q4	$700K	Buy	+15,263	New	+$671K	﹤0.01%	647

Other funds holding ALTL

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALTL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Pacer Lunt Large Cap Alternator ETF (ALTL) position steady in Q1 2026 at 400 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4493.

Carson Wealth (CWM LLC) first reported a position in ALTL in Q4 2021 and has held it in 18 quarters since. The position peaked at $700K in Q4 2021. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

Carson Wealth (CWM LLC) held 400 shares of Pacer Lunt Large Cap Alternator ETF worth $17.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its Pacer Lunt Large Cap Alternator ETF share count unchanged in Q1 2026.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4493 holding.
Carson Wealth (CWM LLC) first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2021 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s Pacer Lunt Large Cap Alternator ETF position peaked at $700K in Q4 2021.
41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.